Estate Planning

Get Ready: 2015 National Estate Planning Awareness Week Begins on October 19 Image
10.21.2015

Get Ready: 2015 National Estate Planning Awareness Week Begins on October 19

In 2008 the National Association of Estate Planners & Co...

Important Changes to Tax Return Due Dates Image
10.16.2015

Important Changes to Tax Return Due Dates

Below is a chart showing the tax returns due dates that were...

What Documents Do You Need to Find After a Loved One Dies? Image
10.14.2015

What Documents Do You Need to Find After a Loved One Dies?

After a loved one dies, you need to gather the important doc...

Surprise! You Can’t Easily Disinherit Your Spouse in the U.S. Image
09.30.2015

Surprise! You Can’t Easily Disinherit Your Spouse in the U.S.

Believe it or not, in the U.S. it isn't easy to disinherit y...

Decanting: How to Fix a Trust That Isn’t Getting Better With Age Image
09.16.2015

Decanting: How to Fix a Trust That Isn’t Getting Better With Age

While many wines get better with age, the same cannot be sa...